Conrad Siegel Achieves $5 Billion in Assets Under Management

Through Investment Plan & Client Growth, Central Pa. Firm Surpasses Industry Milestone

Harrisburg, PA – June 8, 2018 – Conrad Siegel, delivering comprehensive employee benefits and investment advisory services, has surpassed $5 billion in assets under management.

The investment advisory line of business at Conrad Siegel was founded in 2002 and continues to gain momentum by providing transparent, objective advice that puts clients first. In the past year alone, Conrad Siegel gained over one billion in assets under management, which can be attributed to a mix of growth in current accounts and growth in clients.

Tara Mashack-Behney

“Organizations and individuals alike rely on our team of credentialed professionals to take a holistic look at their investment strategy. Our research-based approach minimizes risk, providing clients with an effective strategy for long-term growth,” says Tara Mashack-Behney, Partner and President of Investment Advisory Services at Conrad Siegel. “Our independence from any financial institution truly allows our team to provide financial advice without the conflicts facing other proprietary investment providers.”

In its investment advisory line of business, Conrad Siegel provides fiduciary oversight and offers a full range of services for 401(k) and defined contribution plans, defined benefit plans, foundations and endowments, and individual investors.

Conrad Siegel has received recognition at the local and national level for its growth and approach. The firm was recently honored at the Pensions & Investments Eddy Awards for its Your Retirement Bridge program, an online tracking tool that provides plan participants with an easy, accessible way to view the status of their retirement savings and identify clear next steps to reach their retirement goals. At the local level, Conrad Siegel was named to the Central Penn Business Journal’s annual assets under management list. The list is determined by self-reported assets under management for Central Pa. firms. Conrad Siegel ranked in the top three firms with $5.1 billion in assets under management.